Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and Paylocity integration
Answer payroll, time off and benefits questions in Tidio with the Paylocity record in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Human Resources
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Paylocity
Answer leave balance questions
The Paylocity balance ends the question in one message instead of an email to HR.
Explain a pay question
Pay date and payslip detail from Paylocity answer the most common HR message.
Submit a time off request
A request gathered in chat is created in Paylocity with the dates confirmed.
Check a profile detail
Address and department questions get answered without a handover.
Overview
Paylocity holds pay, hours, benefits and leave balances, which covers most of what employees message HR about. Reading Paylocity into Tidio means an internal desk can answer a leave balance or a pay date question directly rather than forwarding it and adding two days. Time off requests can be submitted from the conversation too. Pay changes, direct deposit and anything compensation related stay in Paylocity.
Key features
- Leave balance in the chat Answer how much time off somebody has, from Paylocity.
- Pay dates and payslips Point to the record instead of describing the schedule.
- Requests submitted from chat A time off request reaches Paylocity properly.
- Sensitive changes stay put Compensation and bank detail are edited in Paylocity.
Paylocity
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect Paylocity in minutes
1
Connect Paylocity and Tidio
Zapier, Integrately or Make links the two, or a service reads Paylocity and posts to the Tidio API.
2
Set the field list first
Leave balance, pay date, department. Salary and bank detail stay out of the chat.
3
Write back narrowly
Time off requests, yes. Compensation and direct deposit changes stay in Paylocity.
Discover more integrations
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Answer people questions in chat with the employee record already in front of you.
Turn chat questions into training, and keep learner progress next to the conversation.
Answer time-off and policy questions in chat, with the employee's own record in view.
Answer course, deadline and grade questions in chat, with the Canvas record behind the reply.
Answer shift, timesheet and leave questions in chat with the Deputy record behind them.
Looking for customer service automation that fits your business?
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Frequently asked questions
Common questions about the Paylocity integration
Is payroll data safe in a chat tool?
Only with a deliberate field list and a chat that sits behind your sign-in. Leave balance and pay date are things an employee can already see about themselves. Salary, bank details and anything about a colleague should never be reachable from the conversation.
Can pay details be changed from a chat?
No. Direct deposit changes are a known fraud target, and a convincing message is exactly the attack. Keep those in Paylocity with its own verification, and let the conversation do nothing more than point the employee to the right place.
Is the Paylocity integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Paylocity integration.